Accredited Investors Wealth Management® is seeking a full-time Executive Assistant who is organized, compassionate, and hard-working with a desire to contribute to a growing team. The ideal candidate values a team-based, fast-paced, collaborative working environment and culture, exceptional attention to detail, and an ability to solve problems proactively and independently.
Who We Are
We are a high-performing group of over 60 team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to over 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients' lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $3.7 billion of investment assets as of 12/31/2024.
We demonstrate our commitments - to our clients, our colleagues, and our community - through our values, culture, and mindset:
Values-Based: Our values are embedded within our work through our deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community.
Culture-Focused: The Cultural Constitution from which we operate at Accredited isn't meant to be aspirational; it's practiced in our daily work. By actively applying gratitude and compassion, and functioning as one team, we strive to influence the future of our firm through our core values.
Curiosity-Minded: We are building a diverse team of individuals who are comfortable asking questions, not simply answering them.
What It's Like to Work Here
Purposeful- At Accredited Investors Wealth Management, our guiding principles are centered on improving the individual and collective lives of all those we serve - clients, colleagues, and the community.
Challenging - Our work is frequently challenging and fast paced, yet we believe challenges bring out the best in others and ourselves. It is one of the many reasons why Accredited's workplace culture has often been recognized by media outlets within our community and our industry.
Energizing- Surrounded by thoughtful, charismatic leaders, laughter echoes through our hallways and egos are checked at the door. While collaboration is engrained, camaraderie is organic. New learnings are fostered and shared. Fun is encouraged on most days ending in y.
Who You Will Work With
You will be supporting a C-level executive who is deeply involved in managing both the people and business operations of the firm. As a managing partner, he leads the firm's executive committee, shareholder meetings, and all-hands meetings while also maintaining deep relationships with our clients.
His work style is a dynamic blend of speed and precision, balancing adaptability with structure. Highly tech-savvy, he values streamlined digital communication, while also being intentional about in-person discussions when needed. With a schedule brimming with meetings, your role will be to provide proactive support - optimizing calendars, coordinating travel, preparing agendas and presentations, and managing various administrative tasks. Attention to detail and thoughtful scheduling are essential for high-priority discussions and focused work.
A key challenge will be helping manage competing demands on his time. Requests come from clients, employees, and leadership, requiring you to prioritize meetings, set boundaries diplomatically, and ensure time is allocated effectively. Knowing when to protect his schedule versus adjusting for urgent matters will be key.
This position requires someone who can navigate both structure and flexibility, knowing when to step in with support before it's asked for. Success comes from anticipating needs, staying organized amidst shifting demands, and creating efficiencies that empower the executive to stay focused on high-level strategic responsibilities..
Who Will Be Successful
Proactive, Strategic & Anticipatory: You don't just react-you foresee and solve. Success in this role comes from recognizing what needs to be done before it becomes urgent, identifying potential roadblocks, and proactively finding solutions. Whether clearing scheduling conflicts, preparing materials in advance, or ensuring smooth transitions between meetings, your ability to anticipate and act strategically will be invaluable.
Organized & Detail-Oriented: Managing a high-volume schedule and a variety of tasks requires exceptional organization. You will keep track of deadlines, prepare agendas and presentations, coordinate travel logistics, and ensure that meetings run efficiently. Small details matter-accuracy in scheduling, documentation, and follow-through is critical, as every detail reflects the executive and the firm.
Tech-Savvy & Adaptable: You will be working with a leader who values efficiency and digital tools. You should be comfortable navigating technology, learning new systems, and streamlining processes through digital solutions. Adaptability is key, whether shifting priorities, handling last-minute changes, or adjusting to new workflows.
Confident & Clear Communicator: Strong communication is essential for coordinating meetings, preparing materials, and ensuring key information flows efficiently. You will help keep the executives' schedule running smoothly by managing priorities and ensuring alignment with internal and external stakeholders. Your ability to communicate with confidence, clarity, and discretion will be key.
Discreet, Trustworthy & Composed Under Pressure: You will be handling confidential information and sensitive discussions, requiring a high level of discretion and professionalism. You must maintain trust while also staying composed under pressure, handling shifting priorities, tight deadlines, and last-minute changes with a calm, solution-focused mindset.
What You Offer
5+ years of experience directly supporting C-level executives required.
Minimum of 2 years' experience providing support to a president or CEO preferred.
Exceptionally responsive and proactive, with a proven track record of thriving in a high-pressure, time-sensitive environment.
Highly organized, with the ability to manage competing priorities and multiple tasks with precision and attention to detail.
Strong interpersonal and communication skills, adept at fostering relationships with professionalism and diplomacy.
Flexible, resourceful, and dependable team collaborator.
Skilled at anticipating needs, identifying challenges, and developing proactive solutions.
Proven ability to handle sensitive information with confidentiality, navigating shifting priorities with adaptability, and maintain exceptional responsiveness.
Extensive calendar management experience, including scheduling and prioritizing high-volume meetings, anticipating conflicts, and optimizing time management.
Experience preparing agendas and presentations.
Tech-savvy and adept with digital tools, including Customer relationship management (Microsoft Dynamics, client portal, etc.), Communication (Zoom, Teams, Outlook), and Document management (SharePoint, OneDrive).
Ability to listen to and incorporate feedback when given.
Associate's degree or higher required.
Adherence to Accredited's strict compliance and confidentiality standards.
What We Offer
Accredited Investors Wealth Management® offers a competitive compensation and benefits package including medical; dental; vision; disability and life insurance. We offer a 401k plan with generous employer contributions and match. In addition to our core benefits package, Accredited also offers enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; a marketplace-leading time-off allowance, including paid parental and grandparental leave and paid volunteer time; and firm-wide profit sharing. Our employees enjoy a sustainably focused, beautifully appointed facility, including a fitness center, pickleball courts, outdoor patio, state-of-the-art technology, electric vehicle charging stations, and amenities that enhance our work environment.
Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.
Note to Recruiters & Staffing Agencies: We are not engaging external recruiters or agencies for this role. Any unsolicited outreach to our employees regarding this role will not receive a response. Please respect our request and refrain from contacting us.
For more information about our firm, please visit our website at Accredited.com. If you're interested in applying for this role, please apply via our LinkedIn job posting. Please note: Due to the high volume of applications, we are unable to respond to direct messages or InMails. If you'd like to express your interest in the role, we encourage you to apply and include a cover letter so we can learn more about you!